Schwab Network

Frances Newton and Van Hesser discuss the latest Fed decision, where interest rates were left unchanged but a hawkish tone sparked market volatility. They highlight new Fed task forces, including one focused on the balance sheet, and discuss how these efforts could shape future monetary policy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

David McAlvany talks about how the AI boom is impacting the gold market as futures trade nearly 25% below all-time highs. He turns elsewhere in the commodity space by offering his outlook for crude oil as the U.S. and Iran sign a memorandum of understanding. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://...

Jason Brown talks about today’s Big 3 and walks through example trades for each of his picks. He highlights Cummins (CMI) by pointing to an opportunity to participate in the AI boom. Jason also discusses Boeing (BA), questioning if they can maintain quality while expanding their plane building portfolio. He sees Marsh & McLennan (MRSH) as an opportunity with shares nearing 52-week lows. Charle...

The big takeaway from the Fed's interest rate decision and following press conference with Kevin Warsh is an intensifying focus on inflation, says Jed Ellerbroek. He believes the task forces announced are a "bid for time" to help stabilize the economy. On AI ROI, Jed says the demand for compute is only accelerating as Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT), and Meta Platfo...

Kroger (KR) drops more than 6% after hitting a 52-week low. Scott Mushkin says cost inflation and pricing pressure are weighing heavily on the grocery sector, calling industry dynamics “absolutely awful,” not company-specific. Tom White outlines a covered call strategy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitab...

Marley Kayden talks about developments in Apple (AAPL) as it increases prices on products to offset memory costs. Also catching investor interest: a potential deal with Intel (INTC). President Trump indicated the company will design and build chips in America, which will also be used in Apple products. Joe Tigay walks us through an example options trade for Apple. ======== Schwab Network ========...

A bounce in the semiconductor stocks is pulling everything up with it on a quadruple witching day, says Charles Schwab's Joe Mazzola. As he explains, pay attention to Thursday's moves, as it will likely highlight the stock market's next momentum shift. From strength in semis to weakness in crypto, Jim Ferraioli turns to the correlation in Bitcoin's slump to waning sentiment. ======...

Peter Tchir talks about the details emerging on the U.S.-Iran memorandum of understanding. He says the FOMC keeping rates unchanged indicates possible future rate hikes. Peter also discusses Kevin Warsh’s messaging and communications strategy for the long term. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Will McMahon pushes back on the market’s heavy focus on AI, arguing broader participation could emerge as rates stabilize and geopolitical tensions ease. He points to consumer financials and industrials as attractive pro-cyclical plays with value beyond the current tech-led rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Diane King Hall discusses this morning’s top moving stocks, starting with Accenture (ACN) opening at a nine-year low after earnings. She also points at Kroger (KR) falling to a 52-week low after missing multiple earnings metrics, and Intuit's (INTU) downgrade and price target cut by Stifel that cratered shares this morning. ======== Schwab Network ======== Empowering every investor and trader,...

Slavik Kolesnik says markets misread new Fed Chair Kevin Warsh's hawkish stance, warning that persistent inflation could pressure equities as consumers show signs of strain. He forecasts higher unemployment and more interest rate hikes before highlighting a barbell fixed income strategy with a focus on the 30-year treasury. ======== Schwab Network ======== Empowering every investor and trader,...

While not a complete end to the U.S.-Iran hostilities, Kevin Hincks sees the memorandum of understanding expected to be signed by Friday as a big sigh of relief for a greatly pressured energy trade. He also turns to the Fed and Kevin Warsh's expectations for the FOMC, believing his stance on "uneven" economic conditions will shape future interest rate projections. Kevin then analyzes...

David Sand offers insight into what he calls a housing shortage in the U.S. driven largely by unaffordability. He outlines ways he sees the housing crisis being lifted, from building more units closer to transportation, to giving more buying power for lower-aged Americans. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

With all of the geopolitical and economic uncertainty, Jenna Stauffer sees a path where interest rates can come down even as new Fed Chair Kevin Warsh shows a hawkish stance. She sees the housing market regaining incremental strength but says new homebuyers still struggle to get their first home. Jenna says it's a different story when it comes to the luxury real estate market. ======== Schwab...

PepsiCo (PEP) has experienced interesting price activity, according to Charles Schwab's Ben Watson. He highlights key technicals indicating bulls are retaking control of shares even as the stock consolidates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS a...

It's a busy start to Thursday ahead of a long weekend, as Tom White outlines the key movers just ahead of the opening bell. Fed Chair Kevin Warsh's commentary on interest rates Wednesday sent markets plunging and yields spiking, as Tom explains how Warsh "changing the narrative" for the FOMC is important for markets. It comes as crude oil falls to early March lows as details emer...

The FOMC unanimously voted to hold its interest rate target unchanged, and Kevin Warsh said, "the Fed will deliver price stability." Intel (INTC) announced trial runs of its most advanced chip node and Microsoft (MSFT) reportedly is in discussion with Oracle (ORCL). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Marley Kayden discusses financials leading the market higher while investors digested the Federal Reserve’s decision to keep interest rates unchanged. Meanwhile, CarMax (KMX) slid after earnings and Netflix (NFLX) denied reports of interest in acquiring Lionsgate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

James Kurz talks about hidden bottlenecks in the AI buildout and data gravity as a headwind. He says the moving of data is becoming a challenge because most things are being bult in “data deserts.” James believes the permanent storage they need for the AI buildout is being bottlenecked by storage. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo...

The Fed's decision to hold interest rates in its June meeting was unanimous, though half of the FOMC members penciled in a rate hike before the end of 2026. Thomas Urano adds that new Fed Chair Kevin Warsh not being keen on forward guidance, along with refusal to drop his own dot on the projection plot, tells investors not to be overly reliant on future dot plots. He also explains what the Fed...

Matt Barry explains the recent surge in active exchange-traded funds, attributing it to investor demand for income and a renewed interest in international investing. He notes that ultra-short fixed-income ETFs are particularly popular, as investors seek yield without excessive credit or interest rate risk. Matt also highlights how active ETFs are becoming complementary tools to traditional index p...

Art Hogan breaks down the FOMC's unanimous vote to pause interest rates. He says if we have fewer Fed speakers during off weeks, the markets would be largely comfortable with that change. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.app...

Joanna Gallegos, co-Founder of BondBloxx, explains why fixed income is regaining appeal, offering income and diversification as U.S. equity valuations remain elevated. She highlights the role of ETFs in delivering precise, cost-effective exposure and points to credit spreads as a sign of economic and corporate strength. Joanna also shares how investors can navigate Fed announcements without overre...

LikeFolio's Andy Swan highlights deteriorating consumer sentiment for Kroger (KR), pointing to a sharp drop in proprietary demand signals. He notes that competitors including Dollar General (DG), Maplebear (CART), Costco (COST), Walmart (WMT), and Amazon (AMZN) are seeing stronger trends as shoppers shift behavior. Swan says the recent stock pullback may not fully reflect the weakness, warning...

Jeffery Cleveland discusses breaking news on the Fed leaving its interest rate target at 3.50%-3.75%. He notes the FOMC removed the statement referencing additional rate adjustments, along with nine of 18 FOMC members penciling in a rate hike in 2026. Jeffery says he is keen to see what Kevin Warsh says during the first press conference. ======== Schwab Network ======== Empowering every investor a...